ALL CONTRIBUTIONS

I believe that both the price of crude WTI & Brent, as well as natural gas, will continue to trend lower and that the temporary shutdown of rigs and investment in oil projects will not lead to a supply shortage like the IEA has in its forecast.

In Europe, eurosceptic, right-wing, populist groups are surging in popularity. Another country will leave the EU within two years. With European markets jittery, India should be looked at favorably to allocate capital.

Lower currency will help with exports. Trade deals will be negotiated with countries where there were never trade deals before. I don't believe that most of the people voting leave are "racist", and at the same time I have no qualms with people voting for the interests of their own countrymen vs people coming into their country.

Italy will leave the EU, but it won't be the the next country to do so. Movemento Cinque Stelle is just not as powerful as some of the other euro-sceptic populist groups in Europe. Feel free to read my article on the matter.

If you trade with the facts, you follow the crowd. You need to develop a thesis and either stick with it or get out of the trade immediately when you realize you're wrong. I came in believing the Brexit side would win, mainly because Nigel Farage has done an excellent job rallying the people behind his cause. Generally, there has been a growing tide of populism in Europe, and people are tired of bureaucrats in Brussels running their country. This enabled me to position myself aggressively before the results came out.